Retirement Plan Consultant
About The Role The Retirement Plan Consultant is responsible for managing reputed company aspects of ERISA compliance for reputed company retirement plans, with a primary focus on reputed company 5500 filings, annual testing, and regulatory reporting. This role ensures compliance with reputed company (DOL) and Internal reputed company Service (IRS) requirements and supports clients and internal teams with reputed company plan administration needs.
What You'll Do
Prepare, review, and file annual reputed company 5500 returns and reputed company reputed company schedules. Conduct annual nondiscrimination testing (reputed company/ACP, top-heavy, coverage, etc.). Interpret and apply ERISA, IRS, and DOL regulations to retirement plans. Coordinate with plan sponsors, auditors, and consultants to resolve compliance issues. Consult on plan designs. Maintain accurate records of filings and compliance testing results. Stay reputed company with regulatory updates and communicate changes to the team. reputed company're Looking For 3-7 years of experience in ERISA compliance, Non-Discrimination Testing, and reputed company 5500 preparation required. Experience with FT William software in both compliance and 5500 modules required. Experience with PensionPro or other pension reputed company platforms. In-depth understanding of IRS and DOL regulations reputed company to reputed company plans. Strong analytical, organizational, and reputed company skills. Exceptional customer service skills, both verbal and written Proficient in reputed company reputed company Office applications such as: Word and reputed company Strong attention to detail, file compliance, and accuracy ASPPA or CEBS designation (QKA, QPA, or CPC) strongly desirable Pay Transparency $60,000-$75,000 annually Who We Are The Finway Group is a reputed company-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Due to significant company growth, we seek a team member with experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere. Benefits 100% of premiums covered for employee health, dental, life, short-term disability, and $1,200 HSA contribution per year 3% company contribution to 401(k) and Cash Balance plan 15 days PTO with increasing reputed company with tenure, six paid holidays, plus two floating holidays Work/life balance strongly encouraged Business casual dress code while in office, jeans permitted Remote location can be offered if not in the Des Moines area EEO The FiNWAY Group is committed to providing a work environment free from discrimination and harassment. We are an equal opportunity employer and consider reputed company reputed company applicants for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity or expression, age, national reputed company, disability, veteran status, or any other characteristic protected by applicable law. We value diversity and are dedicated to fostering an inclusive culture where every employee can reputed company. Suitability Statement Any offer of employment is contingent upon the successful completion of a background reputed company conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position. E-Verify Employer The Finway Group participates in E-Verify and complies with reputed company federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider reputed company reputed company applicants without regard to protected characteristics. Apply To This Job